This document provides HR Partners (HRPs) directions on how to cancel a business process in Workday.
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· Both HRPs and Academic HR Partners can cancel a business process that they have initiated and has not already been approved/completed.
· To cancel a business process that has already been approved/completed, please contact the F&A Knowledge and Support Center at (773) 702-5800, or submit an Ask a Human Resources Question request to rescind the process.
· To cancel a business process, identify the process to be canceled and provide a reason for the cancelation.
· Someone who is an HRP, and does not have any other roles assigned in Workday, can cancel the following business processes before the completion step:
· Add Additional Job.
· Change Default Compensation.
· Change Job.
· Close Job Requisition.
· Complete Federal Withholding Elections.
· Complete State and Local Withholding Elections.
· Contact Change.
· Contract Contingent Worker.
· Create Position.
· Edit Government IDs.
· Edit Hiring Restrictions.
· Edit ID Information.
· Edit Other IDs.
· Edit Position Restrictions.
· End Additional Job.
· End Contingent Worker Contract.
· Hire.
· Job Requisition.
· Job Requisition Change.
· Legal Name Change.
· Move Workers (Supervisory).
· Period Activity Pay.
· Personal Information Change.
· Request Compensation Change.
· Request Leave of Absence.
· Request One-Time Payment.
· Request Return from Leave of Absence.
· Request Time Off.
· Switch Primary Job.
· Termination.
· Title Change.
1. Log into Workday using your CNetID and password.
2. Business processes can be canceled from My Tasks, where recent tasks can be quickly identified, or from the Worker Profile, if the business process to be canceled pertains to a specific worker. Select one of the following options to continue:
a. Canceling a Business Process from My Tasks
b. Canceling a Business Process from the Worker Profile
1. Navigate to My Tasks by selecting the Mail icon in the top-right corner of the page.
2. Choose the All Items tab located on the left-side navigation panel if the business process is currently sitting at a step assigned to the HRP attempting the cancellation. Otherwise, select the Archive tab from the same navigation panel.
a. Use the Navigation Pane icon, represented by an arrow next to a vertical line and located at the top left corner of the navigation panel, to expand or collapse this side menu and adjust screen space.
3. Select a task associated with the business process that needs to be canceled.
a. When selecting a task from the Archive tab, ensure that the task corresponds to the entire business process (e.g., Create Position, Add Additional Job, Change Job), not to an individual step. A good way to confirm this is by checking that the name of the task matches the name shown under the Overall Process field.
4. Depending on the tab selected to locate the task (All Items or Archive), follow these steps:
a. If the task is under the All Items tab, select the Settings icon (represented by a gear) located in the top left corner of the task section, and choose Cancel.
b. If the task is under the Archive tab, select the Cancel button at the bottom of the screen.
i. If the option to cancel the business process is not available, even if the process is listed in the Keep in Mind section of this article, it is likely because the process has already passed the completion step. In this case, reach out to the F&A Knowledge and Support Center to request that the process be rescinded.
5. The Cancel Business Process page will appear.
6. Enter the reason for canceling the business process. Scroll to the bottom of the screen and use the Comments box to provide this information.
7. Select Submit.
1. Follow the instructions in the Viewing Worker History in Workday Knowledge Base Article to navigate to the Worker History on the worker’s profile, and locate the business process to be canceled from this screen.
a. Any process listed with a status of In Progress can be canceled.
2. Under the appropriate section, locate the business process to be canceled. Hover over the name of the desired business process and select the Related Actions icon (the icon made of a small rectangle with three dots in the middle) that appears to the right of the name.
3. Under Actions, hover over Business Process and then select Cancel.
4. The Cancel Business Process page will appear.
5. Enter the reason for canceling the business process. Scroll to the bottom of the screen and use the Comments box to provide this information.
6. Select Submit.